신한금융그룹 has launched a wealth management guidebook aimed at ultra-high-net-worth individuals. The guidebook addresses common concerns faced by affluent clients, covering topics such as investment, real estate, taxation, inheritance, and business succession in a Q&A format.
On July 8, Shinhan Financial announced the publication of '2026 Insight (慧眼)', which serves as a key component of its integrated wealth management brand, 'Shinhan Premier'. This marks the second edition following last year's release.
This year's guidebook is themed 'Answering 77 Questions from South Korean Wealth Holders' and is organized into seven categories: portfolio investment strategies, real estate investment strategies, inheritance and succession roadmaps, comprehensive tax planning, corporate finance solutions, customized services, and responsible philanthropy. It also reflects recent changes in the financial market and tax regulations that affluent individuals should consider.
The writing was undertaken by a group of 40 experts from Shinhan Financial's 'Shinhan Premier Pathfinder'.
In conjunction with the guidebook's release, Shinhan Financial will host an offline wealth management forum titled 'Shinhan Premier Pathfinder Insight 2026' on August 31. The authors will meet with clients to discuss the outlook for the financial market in the second half of the year, investment strategies both domestically and internationally, and trends in wealth management.
Jin Ok-dong, Chairman of Shinhan Financial Group, stated in the preface, "Understanding the essence of financial trends and making the final decision ultimately rests with the individual. I hope 'Insight' serves as a reference point for clients in managing their assets."
'2026 Insight' will be exclusively available to top-tier clients of the Shinhan Premier membership from Shinhan Bank and Shinhan Investment Corp. A dedicated private banker will personally deliver the book, engraved with the client's name.
On July 8, Shinhan Financial announced the publication of '2026 Insight (慧眼)', which serves as a key component of its integrated wealth management brand, 'Shinhan Premier'. This marks the second edition following last year's release.
This year's guidebook is themed 'Answering 77 Questions from South Korean Wealth Holders' and is organized into seven categories: portfolio investment strategies, real estate investment strategies, inheritance and succession roadmaps, comprehensive tax planning, corporate finance solutions, customized services, and responsible philanthropy. It also reflects recent changes in the financial market and tax regulations that affluent individuals should consider.
The writing was undertaken by a group of 40 experts from Shinhan Financial's 'Shinhan Premier Pathfinder'.
In conjunction with the guidebook's release, Shinhan Financial will host an offline wealth management forum titled 'Shinhan Premier Pathfinder Insight 2026' on August 31. The authors will meet with clients to discuss the outlook for the financial market in the second half of the year, investment strategies both domestically and internationally, and trends in wealth management.
Jin Ok-dong, Chairman of Shinhan Financial Group, stated in the preface, "Understanding the essence of financial trends and making the final decision ultimately rests with the individual. I hope 'Insight' serves as a reference point for clients in managing their assets."
'2026 Insight' will be exclusively available to top-tier clients of the Shinhan Premier membership from Shinhan Bank and Shinhan Investment Corp. A dedicated private banker will personally deliver the book, engraved with the client's name.
* This article has been translated by AI.
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